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Centerpoint Advisory Group

Latest statistics and disclosures from Centerpoint Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPMO, NVDA, PYLD, VIG, AAPL, and represent 23.61% of Centerpoint Advisory Group's stock portfolio.
Added to shares of these 10 stocks: FTSM, PYLD, RDVI, SPMO, AVEM, SOXX, SPHQ, WTV, SCIO, BRK.B.
Started 7 new stock positions in SOXX, SCIO, SHLD, MRK, DELL, FGD, UNP.
Reduced shares in these 10 stocks: AAPL, BX, CBSH, SMCI, PGR, EMR, BSX, BLK, SPTL, NOW.
Sold out of its positions in BX, BSX, CBSH, EMR, PGR, SMCI.
Centerpoint Advisory Group was a net buyer of stock by $7.7M.
Centerpoint Advisory Group has $133M in assets under management (AUM), dropping by 2.32%.
Central Index Key (CIK): 0002054093

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Portfolio Holdings for Centerpoint Advisory Group

Centerpoint Advisory Group holds 108 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	6.3	$8.3M	+14%	74k	112.11	View chart
NVIDIA Corporation (NVDA)	5.1	$6.7M		39k	174.40	View chart
Pimco Etf Tr Multisector Bd (PYLD)	4.3	$5.7M	+42%	218k	26.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.1	$5.4M		25k	215.06	View chart
Apple (AAPL)	3.9	$5.2M	-4%	20k	253.79	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	3.4	$4.6M	-2%	54k	84.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.1	$4.1M		9.6k	426.40	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	3.0	$4.0M		114k	35.59	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	3.0	$4.0M	+146%	67k	59.78	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	3.0	$4.0M		66k	60.12	View chart
Etf Ser Solutions Distillate Us (DSTL)	2.7	$3.6M	-2%	62k	57.88	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.5	$3.3M	-2%	32k	103.37	View chart
Ishares Tr Core Div Grwth (DGRO)	2.1	$2.8M	+11%	39k	70.18	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.0	$2.7M		30k	87.84	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.0	$2.6M	-2%	29k	92.76	View chart
Broadcom (AVGO)	1.9	$2.6M		8.3k	309.51	View chart
JPMorgan Chase & Co. (JPM)	1.9	$2.5M		8.6k	294.16	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.8	$2.4M	+94%	94k	25.55	View chart
Amazon (AMZN)	1.8	$2.3M		11k	208.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.7	$2.3M		21k	110.47	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.6	$2.1M	-2%	31k	68.28	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.6	$2.1M	-2%	35k	61.32	View chart
Microsoft Corporation (MSFT)	1.5	$2.0M		5.4k	370.17	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.4	$1.9M		8.8k	213.67	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$1.9M	+49%	23k	80.58	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.4	$1.9M	+28%	25k	75.19	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	1.3	$1.7M	+13%	19k	92.67	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$1.5M		5.2k	286.86	View chart
Chevron Corporation (CVX)	1.0	$1.3M		6.5k	206.90	View chart
Abbvie (ABBV)	1.0	$1.3M		6.0k	217.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.2M	+4%	1.9k	653.16	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.8	$1.1M	+43%	12k	94.73	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.8	$1.1M	-2%	19k	57.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.1M	+35%	2.2k	479.20	View chart
Home Depot (HD)	0.8	$1.0M		3.2k	328.89	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.8	$1.0M		7.0k	145.02	View chart
Oneok (OKE)	0.7	$930k		10k	90.39	View chart
Blackrock (BLK)	0.7	$908k	-17%	944.00	961.71	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.7	$907k		2.3k	390.41	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.6	$835k		7.8k	107.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$817k	-5%	3.4k	237.62	View chart
Costco Wholesale Corporation (COST)	0.6	$813k		816.00	996.43	View chart
Wal-Mart Stores (WMT)	0.6	$736k		5.9k	124.28	View chart
Spdr Series Trust State Street Spd (SPTL)	0.5	$728k	-20%	28k	26.30	View chart
Meta Platforms Cl A (META)	0.5	$695k	-5%	1.2k	572.13	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$676k	-2%	11k	62.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$672k	-2%	2.3k	287.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$665k		1.2k	577.18	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.5	$661k		7.1k	93.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$617k		1.0k	597.45	View chart
Netflix (NFLX)	0.5	$611k		6.4k	96.15	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.4	$506k	-4%	4.6k	109.77	View chart
Tesla Motors (TSLA)	0.4	$502k	-3%	1.4k	371.75	View chart
Caterpillar (CAT)	0.4	$492k	-6%	695.00	708.46	View chart
Ishares Tr Investment Grade (IGEB)	0.4	$485k	-20%	11k	45.06	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$483k	+5%	2.2k	218.75	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.4	$479k		9.9k	48.15	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$474k	NEW	1.4k	328.66	View chart
Exxon Mobil Corporation (XOM)	0.3	$465k	-4%	2.7k	169.66	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$461k	+34%	349.00	1320.83	View chart
Bank of America Corporation (BAC)	0.3	$449k		9.2k	48.75	View chart
Fs Kkr Capital Corp (FSK)	0.3	$420k	-5%	41k	10.18	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.3	$417k	-8%	8.0k	52.19	View chart
American Express Company (AXP)	0.3	$413k		1.4k	302.48	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$397k	+19%	1.6k	250.58	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$392k		1.8k	215.98	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.3	$392k	+14%	3.7k	107.30	View chart
3M Company (MMM)	0.3	$386k	+38%	2.7k	145.23	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$385k	-5%	7.6k	50.61	View chart
Palantir Technologies Cl A (PLTR)	0.3	$375k	+110%	2.6k	146.28	View chart
Procter & Gamble Company (PG)	0.3	$360k		2.5k	144.44	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$348k	+8%	7.1k	49.37	View chart
Deere & Company (DE)	0.3	$345k		613.00	563.30	View chart
Eli Lilly & Co. (LLY)	0.3	$340k		370.00	919.78	View chart
Wells Fargo & Company (WFC)	0.2	$331k		4.2k	79.61	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$328k	+8%	5.4k	61.26	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$327k	+3%	966.00	337.95	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.2	$321k	+8%	6.3k	50.75	View chart
Advanced Micro Devices (AMD)	0.2	$320k		1.6k	203.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$312k		10k	30.68	View chart
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP)	0.2	$307k	-12%	12k	26.15	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.2	$295k		8.3k	35.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$288k		897.00	320.81	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.2	$287k	NEW	14k	20.64	View chart
PNC Financial Services (PNC)	0.2	$280k		1.3k	208.09	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$268k		2.8k	97.23	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.2	$266k	-16%	52k	5.10	View chart
RBB F/m Us Treasury (TBIL)	0.2	$260k		5.2k	49.86	View chart
Iron Mountain (IRM)	0.2	$259k		2.5k	102.14	View chart
Southern Copper Corporation (SCCO)	0.2	$243k		1.4k	172.06	View chart
Ab Active Etfs Short Duration H (SYFI)	0.2	$233k	+3%	6.6k	35.52	View chart
Dell Technologies CL C (DELL)	0.2	$230k	NEW	1.4k	164.13	View chart
Servicenow (NOW)	0.2	$229k	-35%	2.2k	104.55	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$226k		1.8k	128.12	View chart
Abbott Laboratories (ABT)	0.2	$221k	-24%	2.1k	102.67	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$221k	-9%	339.00	650.34	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.2	$220k		3.9k	56.19	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.2	$219k	-13%	4.3k	50.48	View chart
Merck & Co (MRK)	0.2	$218k	NEW	1.8k	120.29	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$215k	+13%	865.00	248.84	View chart
Cummins (CMI)	0.2	$215k		400.00	538.02	View chart
Arista Networks Com Shs (ANET)	0.2	$210k	-2%	1.7k	122.78	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$209k	-19%	2.4k	86.41	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.2	$208k	NEW	6.5k	31.93	View chart
Union Pacific Corporation (UNP)	0.2	$204k	NEW	842.00	242.62	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$202k	NEW	2.8k	70.84	View chart
Gevo Com Par (GEVO)	0.1	$147k		54k	2.73	View chart
Maia Biotechnology (MAIA)	0.0	$22k		16k	1.40	View chart

Past Filings by Centerpoint Advisory Group

SEC 13F filings are viewable for Centerpoint Advisory Group going back to 2024

Centerpoint Advisory Group 2026 Q1 filed April 29, 2026
Centerpoint Advisory Group 2025 Q4 filed Feb. 3, 2026
Centerpoint Advisory Group 2025 Q3 filed Nov. 4, 2025
Centerpoint Advisory Group 2025 Q2 filed Aug. 6, 2025
Centerpoint Advisory Group 2025 Q1 filed April 22, 2025
Centerpoint Advisory Group 2024 Q4 filed Jan. 30, 2025

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